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Motley Fool 100 Index Etf (TMFC)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    1
Total shares held : 
 2,680,949  
% of shares held : 
 25.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 601,899  
% of shares held change : 
   5.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 623,037
 23.24%
 
Increased Positions :
28
 214,379
 8%
 
Unchanged Positions :
21
 54,832
 2.05%
 
Decreased Positions :
22
-86,876
-3.24%
 
Closed Positions :
12
-148,641
-5.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Amplius Wealth Advisors LLC 8 - 2024-03-31 723,333 $35,885,000 171,149
   LPL FINANCIAL CORP 778 - 2023-12-31 559,893 $25,000,000 62,228
   Portfolio Strategies Inc. 15 - 2023-12-31 274,352 $13,356,000 -1,161
   RAYMOND JAMES & ASSOCIATES 1227 - 2024-03-31 179,646 $8,912,000 16,123
   Foundations Investment Advisors LLC 100 - 2023-12-31 131,620 $6,108,000 22,312
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 656 - 2024-03-31 119,497 $5,928,000 54,191
   Capital Advisory Group Advisory Services LLC 10 - 2024-03-31 86,274 $4,280,000 1,450
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1356 - 2024-03-31 67,371 $3,342,000 23,504
   ROYAL BANK OF CANADA 2176 - 2023-12-31 74,765 $3,339,000 54,325
   Redwood Financial Network Corp - 2024-03-31 60,688 $3,011,000 -5,177
   Walker Asset Management LLC 8 - 2024-03-31 51,555 $2,558,000 4,584
   Wealthfront Advisers LLC 461 - 2024-03-31 44,514 $2,208,000 7,042
   CITADEL ADVISORS LLC 2277 - 2023-12-31 46,576 $2,080,000 15,716
   Advisor Group Holdings Inc. 1869 - 2023-12-31 44,082 $1,968,000 -5,476
   Private Advisor Group LLC - 2024-03-31 39,085 $1,939,000 2,390
   Streettalk Advisors LLC - 2024-03-31 28,000 $1,389,000 0
   Koshinski Asset Management Inc. 158 - 2023-12-31 2,038 $1,153,000 -911
   COMMONWEALTH EQUITY SERVICES LLC. 2201 - 2024-03-31 20,729 $1,028,000 2,878
   Visionary Wealth Advisors 224 *New 2023-12-31 22,535 $1,006,000 22,535
   ENVESTNET ASSET MANAGEMENT INC 2921 - 2023-12-31 22,406 $1,000,000 -7,742
   Mutual Advisors LLC - 2024-03-31 20,001 $992,000 3,105
   Atria Wealth Solutions Inc. 868 - 2023-12-31 21,290 $951,000 9,240
   Equitable Holdings Inc. 604 - 2023-12-31 20,405 $911,000 -4,528
   JANE STREET GROUP LLC 3302 *New 2023-12-31 19,972 $892,000 19,972
   DAVENPORT & CO LLC - 2024-03-31 17,200 $853,000 7,700
   MML INVESTORS SERVICES LLC 1538 - 2023-12-31 16,385 $732,000 -7,731
   ICA Group Wealth Management LLC 121 - 2023-12-31 15,742 $703,000 2,525
   HIGHTOWER ADVISORS, LLC 2014 - 2023-12-31 15,668 $697,000 56
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3406 - 2023-12-31 14,481 $647,000 8,348
   TWO SIGMA INVESTMENTS LLC 2205 - 2023-12-31 14,200 $634,000 7,700
   Perigon Wealth Management LLC - 2024-03-31 11,602 $576,000 0
   PROSPERA FINANCIAL SERVICES 619 - 2023-12-31 12,607 $563,000 13
   STIFEL FINANCIAL CORP 2493 - 2023-12-31 12,520 $559,000 -168
   FINANCIAL NETWORK 1856 - 2023-12-31 11,433 $511,000 -1,502
   Ameritas Advisory Services LLC 426 - 2023-12-31 11,415 $510,000 -17,941
   FOCUS FINANCIAL NETWORK INC /ADV 467 - 2023-12-31 10,615 $474,000 0
   Atomi Financial Group Inc. 315 - 2023-12-31 9,489 $424,000 1,026
   CREATIVE PLANNING 1853 - 2023-12-31 8,993 $402,000 9
   MORGAN STANLEY 5243 - 2023-12-31 8,635 $386,000 -670
   Sound View Wealth Advisors Group LLC 266 - 2023-12-31 8,241 $368,000 334
   LaSalle St. Investment Advisors LLC 77 - 2023-09-30 8,867 $348,000 10
   Glassman Wealth Services 48 - 2024-03-31 6,759 $335,000 6
   FMR LLC 2647 - 2023-12-31 7,215 $322,000 848
   Empower Advisory Group LLC 389 *New 2024-03-31 6,473 $321,000 6,473
   Intrepid Financial Planning Group LLC 91 - 2023-12-31 6,659 $297,000 330
   SRS Capital Advisors Inc. 235 - 2023-12-31 6,591 $294,000 1
   Calton & Associates Inc. 141 - 2024-03-31 5,750 $285,000 5,750
   HEAD & ASSOCIATES LLC 190 - 2023-12-31 6,169 $275,000 3
   WELLS FARGO & CO/MN 3704 - 2023-12-31 6,163 $275,000 6,163
   Wealthcare Advisory Partners LLC 697 - 2024-03-31 5,450 $270,000 0
   Lakeview Capital Partners LLC 343 - 2023-12-31 5,736 $256,000 -748
   CAPTRUST FINANCIAL ADVISORS 2279 - 2023-12-31 5,203 $232,000 7
   MARATHON CAPITAL MANAGEMENT 129 - 2023-12-31 5,061 $226,000 -700
   MARINER WEALTH ADVISORS, LLC 2612 - 2023-12-31 4,896 $219,000 -426
   LINCOLN NATIONAL CORP *New 2024-03-31 4,115 $204,000 4,115
   HARBOUR INVESTMENTS INC. 890 - 2023-12-31 4,089 $183,000 -31,499
   Resurgent Financial Advisors LLC 210 - 2023-12-31 3,094 $138,000 0
   Tanglewood Legacy Advisors LLC 119 - 2024-03-31 2,132 $106,000 -220
   HOLLENCREST SECURITIES LLC - 2024-03-31 1,500 $74,000 0
   BARCLAYS PLC 3636 - 2023-12-31 1,606 $72,000 0
   Global Retirement Partners LLC 1250 - 2024-03-31 1,345 $67,000 130
   BANK OF MONTREAL /CAN/ 3002 - 2023-12-31 1,100 $49,000 -219
   Tyler-Stone Wealth Management 400 - 2023-12-31 836 $37,000 1
   Goss Wealth Management LLC 2352 *New 2023-12-31 771 $34,000 771
   US BANCORP 2821 - 2023-12-31 738 $33,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 599 $30,000 0
   NBT BANK N A /NY 432 - 2024-03-31 500 $25,000 0
   HANSON MCCLAIN, INC. 1772 - 2024-03-31 400 $20,000 400
   IFP Advisors Inc 1950 - 2023-12-31 375 $17,000 0
   Geneos Wealth Management Inc. - 2024-03-31 350 $17,000 0
   Parallel Advisors LLC 2208 - 2023-12-31 268 $12,000 0
   GHP INVESTMENT ADVISORS INC 643 - 2024-03-31 250 $12,000 0
   PRINCIPAL SECURITIES INC. 2261 - 2023-12-31 200 $9,000 0
   Wiser Advisor Group LLC 198 - 2023-12-31 170 $8,000 0
   PITTENGER & ANDERSON INC - 2024-03-31 150 $7,000 0
   CWM LLC 3473 - 2024-03-31 143 $7,000 0
   ADVISORY SERVICES NETWORK, LLC 3023 *New 2023-12-31 137 $6,000 137
   COLONIAL ASSET MANAGEMENT, INC. 597 - 2023-12-31 125 $6,000 0
   Coppell Advisory Solutions LLC 1215 *New 2023-12-31 75 $3,000 75
   Beacon Capital Management LLC 776 - 2023-12-31 62 $2,000 0
   Strategic Investment Solutions Inc. /IL 576 - 2023-12-31 50 $2,000 -1,050
   BANK OF AMERICA CORP /DE/ 5944 - 2023-12-31 50 $2,000 0
   First Command Advisory Services Inc. *New 2024-03-31 30 $1,000 30
   Key Financial Inc 1216 - 2024-03-31 15 $1,000 0
   Flaharty Asset Management LLC 280 *Closed 2023-12-31 0 $0 -198
   AE Wealth Management LLC 2049 *Closed 2023-12-31 0 $0 -6,325
   GTS SECURITIES LLC 1530 *Closed 2023-12-31 0 $0 -19,576
   FLOW TRADERS U.S. LLC 971 *Closed 2023-12-31 0 $0 -7,343
   Sequoia Financial Advisors LLC 1220 *Closed 2024-03-31 0 $0 -10,848
   SJS Investment Consulting Inc. 1486 *Closed 2024-03-31 0 $0 -302
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 8391 *Closed 2023-12-31 0 $0 -1,357
   SALEM INVESTMENT COUNSELORS INC 1180 *Closed 2024-03-31 0 $0 -165
   Legacy Capital Group California Inc. 308 *Closed 2023-12-31 0 $0 -12,276
  94 Records found
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